Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,569 | $156,398-83.7% | $147,318-82.6% | $138,895-81.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 18.76% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,570 | $4,853-47.1% | $4,593-44.1% | $4,194-38.7% |
| Participant deferral / active EE | $4,380 | $8,237-46.8% | $7,906-44.6% | $6,396-31.5% |
| Admin fee / account holder | $2,332 | $14,976-84.4% | $13,708-83.0% | $12,562-81.4% |